Srinivasa Pokala
Srinivasa Pokala is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Irving, TX, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
7300 N Macarthur Blvd, Irving, TX, 75063
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Regulatory History (1)
Financial
December 2019Other Business Activities
Srinivasa drives a bus for Dallas Area Rapid Transit for a few hours per week. He is also a general partner/managing member of Aj Samyu Transportation LLC (rental cars) and SPSV Enterprises LLC (real estate), but dedicates minimal time to these ventures. He was previously in sales for Abound Systems LLC, but that entity is now closed.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Nylife Securities LLCBroker
State Registrations10 states
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